2019 MMI Annual Conference

October 14-16, 2019 | Atlanta
Hyatt Regency Atlanta

Conference Co-Chairs:
Elise Duncan,
Managing Director, National Sales Manager, Leveraged Sales, BlackRock
Tony Rochte, Head of Fidelity Institutional Investment and Technology Solutions, Fidelity Investments

Join us for the investment advisory solutions industry’s most important event of the year.

Reinventing Relevance: A Client-Focused Approach
Like other industries, the investment advisory business is experiencing a rate of accelerated change. To remain relevant, firms must continuously adapt the products, services, and experiences they deliver to clients’ changing needs and expectations. Resiliency and imagination will separate those firms that continue to grow and thrive from those that stagnate. And clients will judge success not just over the long run, but increasingly in the moment of each interaction with your firm.

The 2019 MMI Annual Conference will bring together a who’s-who of thought leaders and decision-makers from across the investment advisory industry to examine and debate the critical factors and strategies that will drive success and separate winners and losers over the next decade.

Bring your knowledge and insights – and your curiosity – and be part of this must-attend gathering of senior executives from across the investment advisory community. You’ll learn from the smartest minds in the business what it takes to define and execute a client-focused approach to maintain your firm’s relevancy in an era of disruption and rapid change.

Highlights of this year’s Conference:

  • A three-day format with 25 sessions and 80+ expert speakers.
  • An exciting lineup of keynote speakers, general sessions, and five subject matter tracks to customize your conference experience.
  • New Interactive Discussion Salons to allow you to network, debrief and debate session takeaways in a smaller group setting.
  • Memorable opening night reception at the Georgia Aquarium, the star of Animal Planet's new TV series, "The Aquarium."
  • The inspirational MMI/Barron’s Industry Leadership Awards Dinner to benefit MMI’s Gateway to Leadership Foundation and the presentation of the MMI Advisory Solutions Pioneer Award.

Reserve your spot now to join more than 550 senior executives from leading asset managers, sponsor firms, and solutions providers for the investment advisory industry’s signature event of the year.

We’ll see you October 14-16 in Atlanta!

Additional Information

Sponsor & Exhibitor Opportunities

The Annual Conference is the investment advisory industry’s most important gathering of the year. Last year’s event drew over 500 attendees and a record number of sponsors and exhibitors. We fully expect to top those numbers this year and invite your firm to be part of the excitement.

Please view our exciting lineup of sponsorship and exhibitor opportunities here.

Each package offers high-profile exposure, enhanced event participation, and new ways to engage with our audience of investment advisory business leaders and decision makers.

Questions? Contact Joan Lensing at (646) 868-8518 or jlensing@mminst.org for more information.

Hotel Information

Hyatt Regency Atlanta

Headquarters Hotel – Hyatt Regency Atlanta
265 Peachtree Street NE
Atlanta, GA 30303
(404) 577-1234

MMI Annual Conference Group Rate: $239 per night (plus taxes/fees)

Please follow this link to reserve a room within the 2019 MMI Annual Conference room block. If you need additional assistance, please contact Hyatt at (877) 803-7534 or click here to find contact information by Region. If the group rate is no longer available, prevailing rates may be offered for some or all of your dates.

Registration Fees

Registration categories and pricing are as follows:

Registration Type Member Non-Member Dates
Early $1695 $2195 06/25-08/09
Advance $1795 $2295 08/10-09/20
Standard $1895 $2395 09/21-Onsite

Volume Discount for Multiple Attendees
A 10% discount off of the Standard Rate is available for additional participants from the same firm once two participants have enrolled at the full conference rate. Please contact MMI at 646-868-8500 for the discount code.

Cancellation/Transfer Policy

All cancellations and transfers are subject to a $50 cancellation/transfer fee. Full refunds minus the $50 cancellation/transfer fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, October 4, 2019. After that time, no refunds or credits will be granted, however your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify MMI at (646) 868-8500.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you aware of, or are involved in an incident, at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee and Speaker Registration:
events@mminst.org or (646) 868-8500

Fees & Billing:
Samantha Lustig
slustig@mminst.org or (646) 868-8516

Sponsor & Exhibitor Opportunities:
Joan Lensing
jlensing@mminst.org or (646) 868-8518